GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$16.8M
3
+$11.1M
4
DELL icon
Dell
DELL
+$9.11M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.25M

Top Sells

1
+$53.3M
2
+$22.8M
3
+$15.9M
4
TSLA icon
Tesla
TSLA
+$8.14M
5
STLD icon
Steel Dynamics
STLD
+$3.77M

Sector Composition

1 Technology 16.67%
2 Consumer Discretionary 7.09%
3 Communication Services 4.74%
4 Financials 1.53%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$236K 0.01%
299
+41
252
$233K 0.01%
1,957
+5
253
$231K 0.01%
5,900
-120
254
$229K 0.01%
2,201
-37
255
$229K 0.01%
6,516
-200
256
$226K 0.01%
4,533
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257
$226K 0.01%
1,295
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258
$224K 0.01%
950
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259
$224K 0.01%
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260
$222K 0.01%
3,702
261
$214K 0.01%
1,806
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262
$213K 0.01%
1,097
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263
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-174
264
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981
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265
$209K 0.01%
4,392
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266
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267
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270
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271
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272
$174K 0.01%
+1,352
273
$155K 0.01%
16,000
+1,000
274
$143K 0.01%
+33,188
275
$140K 0.01%
12,121
+826
9 10
11
12 13